Meet a vital member of the AdvisorLaw family: Janet Messer! With 20+ years of experience across the financial services spectrum — from banks to broker-dealers, to RIAs – Janet's insights are invaluable. Her past FINRA Series 7 and Colorado life and health licenses speak volumes about her expertise.
As our Nexus specialist, she's also instrumental in helping our OCCO clients leverage our platform for streamlined tasks, quick advertising reviews, and insightful reporting. We're so glad to have Janet on board!